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Newbridge Financial Services Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Newbridge Financial Services Group’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1K Buy
165
+1
+0.6% +$108 ﹤0.01% 729
2026
Q1 		$16.8K Hold
164
– – ﹤0.01% 682
2025
Q4 		$16.8K Buy
164
+1
+0.6% +$101 ﹤0.01% 682
2025
Q3 		$16.3K Hold
163
– – ﹤0.01% 792
2025
Q2 		$15.4K Sell
163
-64
-28% -$5.78K ﹤0.01% 784
2025
Q1 		$20.9K Buy
227
+1
+0.4% +$94 0.01% 540
2024
Q4 		$21K Buy
+226
New +$21.7K 0.01% 588
2024
Q3 		– Sell
-522
Closed -$46K – 868
2024
Q2 		$46K Buy
522
+298
+133% +$26.3K 0.02% 393
2024
Q1 		$20.3K Buy
224
+1
+0.4% +$86 0.01% 595
2023
Q4 		$18.8K Buy
223
+1
+0.5% +$78 0.01% 605
2023
Q3 		$16.6K Sell
222
-1,147
-84% -$90K 0.01% 689
2023
Q2 		$107K Sell
1,369
-635
-32% -$47.4K 0.05% 302
2023
Q1 		$148K Buy
2,004
+9
+0.5% +$663 0.08% 246
2022
Q4 		$141K Buy
1,995
+110
+6% +$7.65K 0.08% 238
2022
Q3 		$118K Buy
1,885
+13
+0.7% +$897 0.07% 271
2022
Q2 		$125K Buy
1,872
+9
+0.5% +$646 0.08% 233
2022
Q1 		$141K Buy
1,863
+1,121
+151% +$84K 0.07% 245
2021
Q4 		$57K Buy
742
+127
+21% +$9.42K 0.03% 426
2021
Q3 		$44K Hold
615
– – 0.03% 449
2021
Q2 		$44K Sell
615
-115
-16% -$8.27K 0.03% 481
2021
Q1 		$50K Sell
730
-275
-27% -$18K 0.04% 401
2020
Q4 		$63K Hold
1,005
– – 0.05% 284
2020
Q3 		$55K Buy
+1,005
New +$54.9K 0.05% 301

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Newbridge Financial Services Group's IUSV Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.61% in Q2 2026, buying an estimated $108 and bringing the position to 165 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Newbridge Financial Services Group first reported a position in IUSV in Q3 2020 and has held it in 23 quarters since. The position peaked at $148K in Q1 2023. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Newbridge Financial Services Group held 165 shares of iShares Core S&P US Value ETF worth $18.1K as of Q2 2026.
  • Newbridge Financial Services Group bought 1 iShares Core S&P US Value ETF share in Q2 2026, an estimated $108.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #729 holding.
  • Newbridge Financial Services Group first reported a position in iShares Core S&P US Value ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares Core S&P US Value ETF position peaked at $148K in Q1 2023.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.